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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,276 | $76,519-67.0% | $56,025-54.9% | $145,897-82.7% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 11.73% | 3017.03%-3005.3pp | 1712.69%-1701.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $817 | $1,383-40.9% | $1,042-21.5% | $4,663-82.5% |
| Participant deferral / active EE | $1,661 | $2,624-36.7% | $1,955-15.0% | $6,689-75.2% |
| Admin fee / account holder | $1,113 | $3,331-66.6% | $2,828-60.7% | $13,390-91.7% |